401(k) · DOL Form 5500 · 2022
Generations LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 1,112
- Participants Near avg headcount
- 57th
- Percentile by assets National rank
- $6,062
- Avg per participant Low balance/head
Official DOL plan name: Generations LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Generations LLC · Oregon · Healthcare & Social Assistance
$7M in assets, 1,112 participants
Generations LLC's Generations LLC 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 1,112 participants in its 2022 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #12,580 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oregon
Generations LLC 401(k) Profit Sharing Plan & Trust covers 1,112 participants in Oregon, 2.5x the typical Oregon plan (state average ~443 per filing). Assets: $7M.
- #12,580
- in Healthcare & Social Assistance (20,060 peers)
- -4.2%
- assets change YoY
The plan reported a net loss of $295K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Generations LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Generations LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,741,369 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Generations LLC 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Generations LLC 401(k) Profit Sharing Plan & Trust lands in the large band (1,112 participants).
Published 5500 schedule card
Filing strip 931140342 · Generations LLC PY 2022 · 401(k)
Generations LLC 401(k) Profit Sharing Plan & Trust · $7M · 1,112 · 57th
- NET $7M
- NET 1,112
- NET 57th
- NET 401(k)
- NET near Select Systems Inc. 401(k) Plan
- NET ind #12580
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Oregon →
Generations LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$295K |
| Employer EIN | 931140342 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Generations LLC)
Sponsor-wide plan assets over time
All Generations LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 36.32983152235102% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,112 | $7M |
| 2023 | 1 | 1,144 | $8M |
| 2024 | 1 | 1,264 | $9M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Generations LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Select Systems Inc. 401(k) Plan in NJ ($7M); by covered participants it is Marco Technologies, LLC 401(k) Plan in MN (1,111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,112 participants); asset peers above are excluded.
- Marco Technologies, LLC 401(k) Plan (MN) 1,111 · 1 off
- Southeastrans 401(k) Plan (GA) 1,113 · 1 off
- Ist Management Services, Inc. Defined Contribution Plan (GA) 1,113 · 1 off
- Holden Industries, Inc. Retirement Plan (IL) 1,113 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.